See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,124 | $109,982+65.6% | $97,226+87.3% | $145,922+24.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 18.29% | 242.90%-224.6pp | 75.13%-56.8pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,562 | $3,084-49.4% | $2,729-42.8% | $4,660-66.5% |
| Participant deferral / active EE | $3,677 | $4,676-21.4% | $4,264-13.8% | $6,688-45.0% |
| Admin fee / account holder | $4,112 | $6,221-33.9% | $5,654-27.3% | $13,397-69.3% |